Cary Carbonaro is an award-winning financial advisor, a women and wealth expert and a CFP board ambassador. She is currently senior vice president of Advisors Capital, where she was noted in the 2024 NASDAQ Advisor Council and as a Top Advisor in 2023 Investopedia.
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34. Marci Bair, CFP® of Bair Financial Planning – Coaching Sports and Financial Outcomes aligned with Values
Marci Bair, CFP® has spent over 30 years working with women in leadership, LGBTQ+ couples and progressive business owners to align their investment portfolios with their values and provide fee based financial and retirement planning. Based in San Diego, she was previously Chairperson of the South Bay Alliance and a Board Member of the Greater San Diego Business Association.
212. Caroline Lovelace of Preserver Partners: Learning to Take Risk and Preparing for Plan B
Caroline Lovelace is Founding Partner at Rose Hill Park Alternative Asset Managers, as well as Preserver Partners as CIO and Co-Portfolio Manager. Preserver is diverse-owned and Memphis-based. It runs a multi-strategy fund that invests through external managers. She has had an extensive career in researching and investing in hedge funds and in promoting emerging private equity and hedge fund investment programs.
21. Laura J. LaTourette: Financial Planner, Farmer, Llama Lover and Authenticity Champion
Laura LaTourette is a financial planner that describes her practice as one designed to enable LGBTQ+ folx make a plan to simplify their lives to enable them to live authentically and leave a legacy of love. Based on her own 18 acre farm in Dahlonega Georgia, Laura has been a financial planner for over 20 years and is also a National Resource Center Ambassador for LGBT Elder Issues.
194. Marah Curtin: Transforming Financial Advice and Planning through a Femolution
Marah Curtin describes herself as a “catalyst on a mission to promote the empowerment of women and the next generation, financially or otherwise”. Based in Dublin, Ireland, but originally from the US, she is a Director of Client Engagement at Davy, and has had a long career in financial planning. She can be found on Instagram under @femolutionist, where she writes about money, careers and life from a female point of view. She is also the founder of Cents for Kids and Side Hustle.
175. Jessica Goedtel of Pavilion Financial Planning – Why To Do The Thing You Wish To Avoid
Jessica Goedtel is a Financial Planner and Owner at Pavilion Financial Planning in Allentown Pennsylvania. She works in particular for tech workers and sex workers and I came across her profile when she presented a robust challenge to a popular personal finance book highlighting its lack of female representation in its case studies.
299. Denise Le Gal – Independent Chair at Brightwell – Why the Future is Bright in the World of Pensions
Denise Le Gal is Independent Chair at Brightwell as well as a Chair and Trustee Director of JP Morgan Chase Retirement Plan among other portfolio roles She was Chair of the Brunel Pension Partnership Limited for close to 8 years
2024 Wrap Up Part 2 with Jeanie Coomber, executive coach and podcast host – reflections on coaching and creating the personal brand
In this second of our short series reflecting on the lessons and takeaways of the 2024 year in The Fiftyfaces Podcast, we chat with Jeanie Coomber, executive coach and podcast host who featured on our podcast this year in Episode 278 (https://www.fiftyfaceshub.com/278-jeanie-coomber-a-chief-igniter-encourages-us-to-become-warriors-at-work/). Jeanie is the founder of the Warriors at Work platform, and an executive coach and we take this time to reflect on intention and using the year that was to shape the year that is to come.
271. Marguerita (Rita) Cheng of Blue Ocean Global Wealth: Happy Hours and Quiet Power
Marguerita (Rita) Cheng is CEO of Blue Ocean Global Wealth, based in the Washington DC area, as well as being a Founding Member of Kiplinger Advisor Collective and The Authentic Asian.
270. Penny Green – Pensions and Trustee Veteran – Putting Members at the Heart of Everything
Penny Green finally retired from the investment industry in June following an over 30-year career. She started her career in pensions with TPAS, where she was Deputy Chief Executive when she left, then became Chief Executive of SAUL, where, over the past four years I have had the privilege of working with her on the investment committee. Upon retiring from the Chief Executive role in 2014, she became an Independent Trustee with BESTrustees, and her portfolio included a Trustee role at SAUL and Chair of an organization focused on raising standards of pension administration. She was President of the Pensions Management Institute for two years.